Bank of America Issues Positive Forecast for MACOM Technology Solutions (NASDAQ:MTSI) Stock Price

MACOM Technology Solutions (NASDAQ:MTSI) had its price target lifted by Bank of America from $260.00 to $305.00 in a report published on Monday,Benzinga reports. Bank of America currently has a buy rating on the semiconductor company’s stock.

Other equities research analysts have also recently issued reports about the stock. Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Benchmark lifted their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $250.00 price objective on shares of MACOM Technology Solutions in a research report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $247.36.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $263.63 on Monday. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions has a 52 week low of $93.24 and a 52 week high of $264.51. The stock has a market capitalization of $19.77 billion, a PE ratio of 123.77, a P/E/G ratio of 4.29 and a beta of 1.48. The firm has a 50 day moving average of $234.51 and a two-hundred day moving average of $192.43.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.03. The business had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The company’s revenue for the quarter was up 24.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, research analysts predict that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Activity

In related news, Director John Ritchie sold 1,573 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $255.00, for a total transaction of $401,115.00. Following the sale, the director directly owned 8,690 shares in the company, valued at $2,215,950. This trade represents a 15.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John Kober sold 7,196 shares of MACOM Technology Solutions stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the sale, the chief financial officer owned 48,508 shares in the company, valued at $11,790,839.56. This represents a 12.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 753,113 shares of company stock worth $184,368,095 over the last three months. Company insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Hsbc Holdings PLC raised its holdings in shares of MACOM Technology Solutions by 5,004.6% in the fourth quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock valued at $17,796,000 after buying an additional 100,893 shares during the last quarter. Rockefeller Capital Management L.P. raised its holdings in shares of MACOM Technology Solutions by 98.3% in the fourth quarter. Rockefeller Capital Management L.P. now owns 3,654 shares of the semiconductor company’s stock valued at $626,000 after buying an additional 1,811 shares during the last quarter. World Investment Advisors purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at about $330,000. MidFirst Bank purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at about $248,000. Finally, Pacer Advisors Inc. raised its holdings in shares of MACOM Technology Solutions by 6.2% in the fourth quarter. Pacer Advisors Inc. now owns 11,984 shares of the semiconductor company’s stock valued at $2,053,000 after buying an additional 698 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.